AI is where finance YouTubers are most active right now. These are the AI, chip and data-center names with the strongest qualified buy case.
ME 1. Meta · META Buy
7 channels · Analysis quality 74/100 · Full analysis →
The YouTuber is buying Meta shares due to strong Q1 2026 earnings, including 33% revenue growth and 30% operating income growth, despite increased capex and a one-time tax benefit. He believes the core advertising business is accelerating, taking market share, and is undervalued based on his conservative discounted cash flow (DCF) analysis, which projects a 17% compounded annual growth rate.
SO 2. SoFi · SOFI Buy
6 channels · Analysis quality 78/100 · Full analysis →
The YouTuber is adding to his SoFi position, viewing it as a financial ecosystem that captures the entire lifetime value of a customer. He emphasizes SoFi's ability to cross-sell multiple products from a single app, leading to higher profitability per user and strong unit economics. He believes the company is executing flawlessly and that anything under $20 is a steal, with significant upside potential.
AM 3. Amazon · AMZN Buy
6 channels · Analysis quality 75/100 · Full analysis →
The YouTuber significantly increased his Amazon position after strong Q1 earnings, citing accelerating revenue growth across multiple segments including AWS, advertising, and third-party services. He highlights the massive and rapidly growing chips business within Amazon, which he believes is undervalued by the market. Despite being at all-time highs, the stock's price-to-operating cash flow multiple is below its historical average, and DCF analysis suggests it is still undervalued, especially given its history of free cash flow exploding after capex cycles.
SH 4. Shopify · SHOP Buy
6 channels · Analysis quality 71/100 · Full analysis →
The analyst believes Shopify's recent earnings report was stronger than the market reaction suggests, with revenue growth exceeding estimates and expanding operating margins. Key metrics like Gross Merchandise Volume (GMV) and Gross Payment Volume (GPV) are accelerating, and the attach rate is increasing. A reverse discounted cash flow analysis indicates that the current stock price is justified by a reasonable 19% annual revenue growth over the next decade, which the analyst believes is achievable given conservative management guidance and upward-revising analyst estimates.
NU 5. Nubank · NU Buy
3 channels · Analysis quality 74/100 · Full analysis →
The YouTuber is interested in buying Nubank (NU) due to its current valuation (18.4x P/E, 12.4x forward P/E) despite over 40% revenue and net income growth. He highlights its massive customer base, growing average revenue per active account, decreasing cost to serve, and significant untapped market opportunities in Mexico and the US. The recent CFO resignation, which led to a stock sell-off, is viewed as bullish due to the highly experienced new CFO from Visa.
WQ 6. WQTM, the Wisdom Tree Quantum Computing Fund · WQTM Buy
2 channels · Analysis quality 78/100 · Full analysis →
The YouTuber recommends WQTM as his top pick for long-term quantum exposure, citing its genuine focus on pure-play quantum companies, with the four leaders in the space being its largest positions. He believes it strikes a good balance between being genuinely pure quantum and having enough history and holdings to be trustworthy, offering genuinely new exposure compared to broad tech funds.
AX 7. Axon · AXON Buy
3 channels · Analysis quality 77/100 · Full analysis →
The YouTuber argues that Axon stock is now attractive after a 35% drop, which has lowered the required revenue growth rate to justify its price. He uses a reverse discounted cash flow analysis, noting that the company's historical growth and analyst estimate revisions suggest it can easily meet the new, lower growth targets. He believes the current price offers a good entry point for long-term investors.
AV 8. Broadcom · AVGO Buy
4 channels · Analysis quality 80/100 · Full analysis →
The YouTuber recommends Broadcom due to its dual dominance in AI networking silicon: custom AI accelerator design for hyperscalers and 80% market share in Open Ethernet switching. The company entered 2026 with $73 billion in signed AI orders, demonstrating strong committed revenue. Its AI segment has grown significantly, now representing 43% of total revenue, with strong guidance for the next quarter.